Retirement plan

PACIFIC DANCE, INC. 401(K) PROFIT SHARING PLAN

Name: PACIFIC DANCE, INC. - PACIFIC DANCE, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PACIFIC DANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC DANCE, INC. 401(K) PROFIT SHARING PLAN, PACIFIC DANCE, INC.

PACIFIC DANCE, INC.EIN 45-4726477Plan #001PY 2024

4880 IRVINE BOULEVARD, SUITE 101 - IRVINE, CA 92620949-463-3068pacificdance.netLinkedIn1-10 employeesentertainment

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$632K

+14.2% from 2023

Total participants

0.0% from 2023

Average account balance

$78,979

+14.2% from 2023

Annual return

12.59%

-14.80 pp from 2023

Benchmarks

See 10,220 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,220 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$632K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$79K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,979

$169,356-53.4%

$129,406-39.0%

$145,897-45.9%

Participation rate

71.4%

76.5%-5.1pp

69.6%+1.8pp

80.3%-8.9pp

Annual return

12.59%

14418.62%-14406.0pp

9468.18%-9455.6pp

552.29%-539.7pp

Employer contribution / active EE

$1,243

$5,542-77.6%

$4,155-70.1%

$4,663-73.4%

Participant deferral / active EE

$4,987-100.0%

$4,167-100.0%

$6,689-100.0%

Admin fee / account holder

$9,915-100.0%

$7,689-100.0%

$13,390-100.0%

PACIFIC DANCE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PACIFIC DANCE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion